+155.3%
HBAN vs BLDR
+383.3%
-228.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | 0.0% |
| 7D | -1.0% | -8.2% | +7.2% | +1.8% |
| 30D | -5.6% | -16.6% | +11.0% | -0.2% |
| 3M | -1.1% | -23.2% | +22.0% | +6.2% |
| 6M | +9.9% | -33.7% | +43.6% | +23.0% |
| YTD | -0.9% | -41.3% | +40.4% | +14.5% |
| 1Y | -1.4% | -58.8% | +57.4% | +27.8% |
| 3Y | +78.2% | -57.5% | +135.7% | +115.8% |
| 5Y | +37.0% | +12.9% | +24.1% | +10.6% |
| All | +155.3% | +383.3% | -228.1% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling